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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-23
  • WI RA
    APPROVED
    Since 2025-05-23

Branch Locations

10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Packerland Brokerage Services Green Bay WI 08/2016 03/2019
Northcentral Technical College Wausau WI 01/2014 07/2016
Surface Financial, Llc Wausau WI 07/2014 06/2018
Atlas Electric Schofield WI 08/2015 07/2016
Lyft Wausau WI 12/2018 12/2020
Nylife Securities Llc Madison WI 05/2019 09/2019
New York Life Insurance Company Madison WI 03/2019 09/2019
Uber Wausau WI 12/2018 12/2020
Preiser Investment & Insurance Llc Wausau WI 06/2018 04/2019
M3 Insurance Wausau WI 10/2019 09/2021
Jrp Media Llc Dba Off The Clock Kronenwetter WI 01/2021 Present
Washington Technology Industry Association Wausau WI 02/2022 10/2022
Cetera Financial Group Wausau WI 01/2023 10/2023
Domtar Rothschild WI 10/2023 04/2025
Lple Enterprise Llc Wausau WI 04/2025 Present
  • 08/2016 → 03/2019
    Packerland Brokerage Services
    Green Bay, WI
  • 01/2014 → 07/2016
    Northcentral Technical College
    Wausau, WI
  • 07/2014 → 06/2018
    Surface Financial, Llc
    Wausau, WI
  • 08/2015 → 07/2016
    Atlas Electric
    Schofield, WI
  • 12/2018 → 12/2020
    Lyft
    Wausau, WI
  • 05/2019 → 09/2019
    Nylife Securities Llc
    Madison, WI
  • 03/2019 → 09/2019
    New York Life Insurance Company
    Madison, WI
  • 12/2018 → 12/2020
    Uber
    Wausau, WI
  • 06/2018 → 04/2019
    Preiser Investment & Insurance Llc
    Wausau, WI
  • 10/2019 → 09/2021
    M3 Insurance
    Wausau, WI
  • 01/2021 → Present
    Jrp Media Llc Dba Off The Clock
    Kronenwetter, WI
  • 02/2022 → 10/2022
    Washington Technology Industry Association
    Wausau, WI
  • 01/2023 → 10/2023
    Cetera Financial Group
    Wausau, WI
  • 10/2023 → 04/2025
    Domtar
    Rothschild, WI
  • 04/2025 → Present
    Lple Enterprise Llc
    Wausau, WI
Previous Registrations
Other Businesses

1. 03/25/2025 - Tower Rd Rental Property - Real Estate Rental - INV REL - Kronenwetter, WI - Start Date 05/05/2022 - 5hrs/MTH 2. 03/25/2025 - JRP Media LLC dba Off the Clock - Business Owner - NOT INV REL - Kronenwetter, WI - Start Date 01/13/2021 - 5hrs/MTH 3. 12/02/2025-Traderdata.net-Owner-Business Owner-Inv Related-At Wausau, WI-Start date 11/12/2025-10hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
S63 Uniform Securities Agent State Law Examination 2016-10-03
S65 Uniform Investment Adviser Law Examination 2015-05-07
S65 Uniform Investment Adviser Law Examination 2015-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-14
  • S63 Uniform Securities Agent State Law Examination
    2016-10-03
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07
Other Names
  • Joshua Preiser
  • Joshua Lee Preiser
  • Joshua L Preiser

View on SEC IAPD

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